THE 3 PILLARS
What are the 3 pillars?
Head, Heart, Hero
What are the 4 steps of RXM?
1. Connect 2. Clarify 3. Carry out 4. Conclude and continue
Fill in the blank
Never be unprofessional, Always be __ _____
On Stage
What pillar represents Care, Connect, and Trust?
Heart
What does 3 X 3 X 3 stand for?
Client follow-up in 3 days, 3 weeks, and 3 months
Fill in the blank:
Never allow mediocrity, Always ___ __
Own it
Which pillar represents Curious, Illuminate, and Inspire?
Head
During what phase of the RXM would we share our Relationship Benefit Statement?
Carry Out
Consistently delivering on Always standards will continue our focus on eliminating our enemy.
What is our enemy?
Inconsistency
Which pillar packs the power of "Empowered, Relentless, WOW"?
Hero
What is an action bankers would take during Clarify?
Confidently position a Financial Wellness Review
Asking meaningful questions regarding our client's current financial situation and their future goals is an example of what ALWAYS behavior?
Be curious
What is our official Experience Action Statement?
Make Every Moment Matter
What does CARE mean in our Relationship Experience Model?
Care: Empathize and Build Rapport
What does H.E.A.R.T stand for?
Hear, Empathize, Apologize, Resolve, Thank you